Singleton v. Donalson

117 S.W.3d 516, 165 Oil & Gas Rep. 533, 2003 Tex. App. LEXIS 8384, 2003 WL 22213472
CourtCourt of Appeals of Texas
DecidedSeptember 25, 2003
Docket09-02-500 CV
StatusPublished
Cited by15 cases

This text of 117 S.W.3d 516 (Singleton v. Donalson) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Singleton v. Donalson, 117 S.W.3d 516, 165 Oil & Gas Rep. 533, 2003 Tex. App. LEXIS 8384, 2003 WL 22213472 (Tex. Ct. App. 2003).

Opinion

OPINION

DAVID B. GAULTNEY, Justice.

In 1976 Ruth Hooks Donalson executed a will devising a life estate in her separate property to her husband, George Donalson III, with a “reversionary interest” to other specified relatives. She died in 1977, and her will was probated the same year. A dispute arose between George and the holders of the “reversionary” interests over certain royalties and bonuses from the oil and gas produced from the estate property. Appellants 1 argue that the royalties and bonuses are corpus of the estate, and that the will does not grant George the power to consume or dispose of the corpus. Appellants sued George for waste of the estate’s assets, conversion, breach of fiduciary duty, fraud, and debt. The trial court granted George’s motion for summary judgment. Appellants ask this Court to reverse the judgment.

A trial court may grant a summary judgment motion when there are no disputed issues of material fact and the moving party is entitled to judgment as a matter of law. Texas Commerce Bank, N.A. v. Grizzle, 96 S.W.3d 240, 252 (Tex.2002). The motion here essentially turns on two grounds, both of which appellants challenge on appeal. The trial court did not specify the ground on which summary judgment was granted. We will affirm the judgment if either of the grounds is meritorious. Dow Chem. Co. v. Francis, 46 S.W.3d 237, 242 (Tex.2001).

Appellants’ first issue attacks the assertion in George’s summary judgment motion that the language in Ruth’s will gives him the right to consume and dispose of the royalties and bonuses. A court’s interpretation of a will is governed by the testator’s intent, which is ascertained from the language found within the four corners of the will. See San Antonio Area Foundation v. Lang, 35 S.W.3d 636, 639 (Tex.2000); McGill v. Johnson, 799 S.W.2d 673, 674 (Tex.1990). If a will is unambiguous, a court may not go beyond the will’s specific terms in search of the testator’s intent. Lang, 35 S.W.3d at 639.

Ruth gave George a life estate, as set out in the following language of the will:

My separate real property, herein-above referred to in III A., including *518 fee, surface, minerals, royalties, and mixed, and hereby intending to include all the rest, remainder and residue of my estate, not heretofore disposed of, I hereby give, devise and bequeath to my beloved husband, George E. Donalson, III., a Life Estate. My said husband is to enjoy the use and benefits of said ■properties, including the income derived from said properties, said income to become his separate property as paid. As stated, my said husband is to enjoy the use and benefits of said properties and to do with as he sees fit for the rest of his life, with reversion of the corpus of said properties upon his death as follows:
A. To my beloved niece, Olga Prather Singleton, one fourth (1/4) of the re-versionary interest from the life estate left to my husband. Should the said Olga Prather Singleton predecease George P. Donalson, III., then her one fourth (1/4) of said reversionary interest shall vest in the natural children of Olga Prather Singleton, living at the time of the death of George E. Donalson, III, share and share alike[.] (emphasis added).

In similar fashion, the will gives a one-fourth “reversionary interest” each to other nieces, and a one-eighth “reversionary interest” each to a grandniece and grandnephew. 2 In describing the life estate, the will expressly gives George the right to enjoy the “use and benefits” of that property, including the “income” therefrom. The will further provides that the income becomes George’s separate property when paid to him. Significantly, George may “do with [the properties in the life estate] as he sees fit for the rest of his life.”

As a general rule subject to exceptions, a life tenant may not dispose of the corpus of the estate, and oil and gas royalties and bonuses generally are considered corpus. See Moore v. Vines, 474 S.W.2d 437, 439 (Tex.1971); Clyde v. Hamilton, 414 S.W.2d 434, 438 (Tex.1967). Exceptions exist. Hudspeth v. Hudspeth, 756 S.W.2d 29, 31 (Tex.App.-San Antonio 1988, writ denied). For example, under the open mine doctrine, which is applied only to leases executed by the testator and in effect at her death, royalties and bonuses belong to the life tenant. Riley v. Riley, 972 S.W.2d 149, 155 (Tex.App.-Texarkana 1998, no pet.) (citing Clyde v. Hamilton, 414 S.W.2d 434 (Tex.1967)). Another exception arises when the testator expressly says otherwise in the will; controlling effect is given to the intent of the creator of the life estate. See Hudspeth, 756 S.W.2d at 31.

Where a will contains a provision that upon a certain contingency an estate given to one shall pass to another, the law favors the first taker. Id. at 33. Here, George is the first taker — he “takes” before the remainder interests. The testator’s language should be construed so as to grant to the first taker the greatest estate which, by fair construction, the will is capable of passing. Id.

The summary judgment motion asserts that the will gave George a life estate with “additional powers of receiving all income from the mineral and royalty interests,” as well as the power of disposition. A will creates a life estate where the language of the will manifests an intention on the testator’s part to pass to the first taker a right to possess, use, or enjoy the property during his life. Miller v. Wilson, 888 S.W.2d 158, 161 (Tex.App.-El Paso 1994, writ denied). The testator may give a power of disposition with the life estate; this power is not necessarily inconsistent *519 with the creation of a life estate. Edds v. Mitchell, 143 Tex. 307, 184 S.W.2d 823, 825 (Tex.1945). Where a life tenant has unqualified power to dispose of property during his lifetime, the remainder beneficiaries have no justiciable interest in any property except that which has not been disposed of at the life tenant’s death. In re Estate of Gibson, 893 S.W.2d 749, 751 (Tex.App.-Texarkana 1995, no writ).

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Cite This Page — Counsel Stack

Bluebook (online)
117 S.W.3d 516, 165 Oil & Gas Rep. 533, 2003 Tex. App. LEXIS 8384, 2003 WL 22213472, Counsel Stack Legal Research, https://law.counselstack.com/opinion/singleton-v-donalson-texapp-2003.